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Wealthstream Advisors’s Philip Morris PM Stock Holding History

Wealthstream Advisors’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$257K Buy
1,582
+111
+8% +$18.7K 0.04% 145
2025
Q2 		$268K Sell
1,471
-1,072
-42% -$184K 0.04% 130
2025
Q1 		$404K Buy
2,543
+79
+3% +$11.2K 0.08% 87
2024
Q4 		$297K Buy
2,464
+82
+3% +$10.3K 0.05% 115
2024
Q3 		$289K Buy
2,382
+34
+1% +$3.95K 0.05% 109
2024
Q2 		$238K Sell
2,348
-8
-0.3% -$782 0.09% 118
2024
Q1 		$216K Buy
+2,356
New +$217K 0.08% 126

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthstream Advisors's PM Position: Q3 2025 in Review

Wealthstream Advisors increased its Philip Morris (PM) stake by 7.5% in Q3 2025, buying an estimated $18.7K and bringing the position to 1,582 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #145.

Wealthstream Advisors first reported a position in PM in Q1 2024 and has held it in 7 quarters since. The position peaked at $404K in Q1 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Wealthstream Advisors held 1,582 shares of Philip Morris worth $257K as of Q3 2025.
  • Wealthstream Advisors bought 111 Philip Morris shares in Q3 2025, an estimated $18.7K.
  • Philip Morris made up 0.04% of Wealthstream Advisors's portfolio in Q3 2025, its #145 holding.
  • Wealthstream Advisors first reported a position in Philip Morris in Q1 2024 and has held it in 7 quarters since.
  • Wealthstream Advisors's Philip Morris position peaked at $404K in Q1 2025.
  • 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.